C · Intake, extraction, and mapping
Smart document intake
Smart document intake classifies new, changed, failed, and stale documents without altering sources, then suggests a next action based on format, duplicate, parsing, OCR, and review state.
- Version
- 1.5.1
- Editions
- Trial · Standard · Pro
- Last verified build
1.5.1-private-commercial-r12
If the app is not installed, the link falls back to the safe download guide. It carries no file path, question, account, token, or evidence text.
WHEN TO USE IT
When this task is useful
Smart document intake classifies new, changed, failed, and stale documents without altering sources, then suggests a next action based on format, duplicate, parsing, OCR, and review state.
PREPARE
Check these items before you start
Confirm that the folder is fully synchronized locally and contains no temporary or partial-download file.
STEP BY STEP
Complete these steps in order
Confirm that the folder is fully synchronized locally and contains no temporary or partial-download file.
Run folder preview, review supported, excluded, and unsupported counts, then submit. In Review, select items and choose retry, exclude, or open source.
Verify that discovered files reconcile with ready, queued, processing, unreadable, and excluded counts, with a reason and next action for each item.
A completed snapshot is fixed, unchanged files are not reparsed, and user dispositions remain in review history.
FOR EXAMPLE
Installed synthetic procurement-audit Demo
These files and values are automatically verified against the synthetic Demo shipped with Orbivell; they are not personal or company data.
- Files
- Approval_Log.csv, Purchase_Orders.xlsx, Invoices.pdf, Delivery_Confirmations.pdf
- Question
- Link the approval, invoice, and delivery evidence for PO-2026-014.
- Orbivell result
- Orbivell links PO-2026-014, INV-2026-032, and DC-2026-014 and shows the CSV row, Excel cell, and PDF page locations.
- User action
- Review extracted fields, correct only misread values, and approve them.
- Final result
- Only approved links are included in the audit draft and manifest.
CHECK THE RESULT
How to know the task is complete
- Verify that discovered files reconcile with ready, queued, processing, unreadable, and excluded counts, with a reason and next action for each item.
- A completed snapshot is fixed, unchanged files are not reparsed, and user dispositions remain in review history.
EVIDENCE STATE AND NEXT ACTION
Read the state, then make the decision
Even a source-confirmed item should be adopted only after opening its source location. Partial, conflicting, missing, and review-needed items are never silently finalized; choose the appropriate next action: open the source, correct a value, add a source, or exclude the item.
LOCAL/EXTERNAL AI AND COST
Review transfer and cost before execution
Local only
Indexing, keyword search, opening sources, and reviewing existing results can run without external requests or external-processing credits.
When external processing is selected
Orbivell shows the external-processing service, excerpt scope, estimated credits, and maximum, and sends only after one-time approval. Actual usage is reconciled with a tamper-evident usage history.
LIMITS AND ERRORS
What Orbivell does not silently finalize
Orbivell cannot guarantee recovery of encrypted, DRM-protected, damaged, or unsupported files. Exclusion records a decision; it does not delete the source.
Error or state code: SMART_INTAKE_REVIEW_REQUIRED
If the state repeats, follow the next action shown in Status. Do not alter the source or delete failure records; request support with a redacted diagnostics bundle.